OLA Electric: Is there any future in India?

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VIDEO INTRODUCTION:
Hi everybody,
Ola Electric is going IPO!! And this is yet again one of the most awaited IPOs in the Indian stock market in 2024!! While on one side, one segment of the investors are bullish on electric vehicles because its the next big revolution in India, on the other side, not just ola but even other EV companies are bleeding with 1000s of crores in losses!! And ola electric itself incurred a loss of 784.1 cr in fiscal 2022, 1472 crore in fiscal 2023 and 267.1 crore in the 3 months ending at June 2023 respectively!
And even with these losses in their financial Ola is still very confident of getting a wonderful IPO response!! So for this episode, we got deep into these 400 pages of DRHP paper that Ola electric filed with Sebi, so that we can help you understand,
What does the 2 wheeler market of the electric vehicles in India look like?
Where does Ola electric stand in the electric race of India as comapred to hero electric tvs and ather energy?
Why are they so confident about their IPO inspite of incurring 1000s of crores in losses?
What are the risks that Ola electric is facing in this heated Market of India?
And lastly, should you apply to invest in Ola electric’s IPO or not?
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timesofindia.indiatimes.com/g...
www.autocarindia.com/bikes-am...
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Опубликовано:

4 янв 2024

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Комментарии : 772

@enigmaticcrusader2249 4 месяца назад

One important player you ignored and the one who to watch for is Chetak. Chetak(Bajaj) already has established vendors for raw materials and a wide network of distribution centers for sales. Since Bajaj is making 3 wheeler EVs, yulu bikes they could easily get better deals by bulk sourcing raw materials and staying profitable. Also they don't have to rely solely on government subsidies since Bajaj has "deep pockets" (the same words were used by Mr Rajiv Bajaj) and could fund their r&d and marketing for years. Adding to the fact that Bajaj is the biggest exporter of 2 wheelers in India and has extensive distribution centers across the globe, Chetak could make up the numbers for staying profitable. If they can come up with some exciting models, they have their ground set to dominate the sector.

@mystoganmist813 4 месяца назад

So did Volkswagen and gm had deep pockets . But that didn't make them leader in electric vehicles as tesla

@aBee.01 4 месяца назад

River is also one major player in this segment ...

@enigmaticcrusader2249 4 месяца назад

@@mystoganmist813 because they were late to the party and their priority was on ICE. By that time Tesla already established supply chains and made a strong base. And all these European and American car companies cannot function profitably with plants at one location, they needed to set up manufacturing plants in Asia for obvious reasons inorder to be profitable. And for establishing these plants, they need the network of local vendors, distribution centers, talent etc. so they need huge investment for doing so. And the conversion to EV for then was not simple and could not be implemented swiftly like Byd. Whereas in India it's still early days and big players like Bajaj, TVS and Hero are not lagging behind like GM or Volkswagen were. And all these companies also invested heavily in R&D for EVs and came up with products which are in the market. And of course not marketed heavily like ola. And India being one of the world's biggest 2W markets, there is a huge margin to grow. And being a 2w, it is comparatively easier to ship vehicles manufactured in one country all over the world, just like Bajaj and TVS are shipping to almost 70+ countries having production only in India. And it will take years or even decades for ola or any other startup to establish such a presence globally. And since the competition is heating up, if they have to produce volumes for being profitable, they have to look into overseas markets as well. So these companies established do in fact have a huge upper hand compared to startups.

@satish2650 4 месяца назад

Brands don't work themselves... It's d men behind it....

@questionside9038 3 месяца назад

but uit is over priced for it's range and [performance

@Silent_Shishya 4 месяца назад

12:37 Ola acquired a European EV company Ethergo which designed what is now known as Ola S1. Sorry to say, but Ola acquired a design and made some improvements. They didn't invest in coming up with their own Charging port. Ather on the other hand started from scratch and designed their EV charging standard which is now the official EV charging standard for the country.

@rooftopmunda 4 месяца назад

Ather as a product is not worth it I believe. Not comfortable to ride and sit.

@phanichandravvss1751 4 месяца назад

Common charging port gives access to third parties charging stations. Like type C cables. It's better to bring common charging ports other than unique ports

@averma12 4 месяца назад

@@rooftopmunda weird. Because it has more space than OLa

@CANILESHKUCHERIYA 4 месяца назад

Why to reinvent wheel if you can buy technology to it at reasonable cost & grab first movers advantage & tap economies of scale though I concur that kaizen is very much important in technology of charging

@startup1demo464 4 месяца назад

This.

@dibyochowdhury4514 4 месяца назад

OLA has a great potential, but I have to say that the after-sale service of OLA is not up to the mark which is hampering the company's image to a huge extent.

@brothergamerz8197 4 месяца назад

That's why they are launching IPO because of lack of funds for the improvement of sale and services

@prasadte4275 4 месяца назад

Sir. Ola as a company has poor customer care service. Even for their cab business. So i dont expect them to improve it. They are tata motors of this industry 😅

@EdwinTyler 3 месяца назад

The fact that they are raising the money to cover the losses is a big red flag. That's not the goal of IPO. See the successful IPO launches, they were already doing well and only needed the money to expand their operations. Their losses are mounting each year and their after sales and quality of bikes is highly questionable as well. Plus more seasoned and trusted bike brands are already in the market.

@CreativeVarun 3 месяца назад

Worst service ever I have seen is of Ola electric

@dhananjaychoudhari3183 2 месяца назад

@kazuma2060 4 месяца назад

Bhavesh Aggarwal got shares of ola electric at INR 98,000 only. Even if ola electric got undersubscribed he will be at profit anyhow and he is the sole reason why I'm staying out from ola electric IPO.

@hrushikeshavachat900 4 месяца назад

He took the maximum amount of risk. So, he is getting the returns. I don't find anything wrong with this. But, I do agree that the valuation of the company is on the higher side after considering the financials of the company. So, steeper valuation, but nothing wrong with what Bavesh is doing.

@vihan8518 4 месяца назад

₹92,500

@soumyakantigiri 4 месяца назад

You are saying the opposite. He is only selling 50% stake i.e. still 15-18% remaining. He is not running away anywhere and finally with a product rather than a service, its at the cusp of becoming big or going bust. Of course there is high risk, the upside is too big.

@kazuma2060 4 месяца назад

@@hrushikeshavachat900 taking maximum risks doesn't mean scamming retail investors if the valuation of company is that high then how he get the shares this cheap. I'm seriously at INR 92,500 and even when he started ola electric 2 years back there is no way valuation of company was that low at that time that he got shares at this low price.

@kazuma2060 4 месяца назад

@@soumyakantigiri he should leave for the betterment of the company he is the only reason why company will fall in the near future just look at the employee retention of ola it's 42% means out of 100 employee who join company 42 leaves within 1 year.

@adesignerlife 4 месяца назад

Ganesh a lot of people on RU-vid claim that they are an educational channel but honestly most of it is infotainment. But yours is like a real classroom case study education! Wishing you more success ❤

@praviny2_ 4 месяца назад

Absolutely, Ola’s vertical integration sets them apart in the EV realm, paving the way for unparalleled control and innovation.

@abhinandpatil3954 4 месяца назад

Ather has better vertical integration and less debt. Quality is far more superior and after sales services are much better. Ola’s ipo is a debt reconciliation program for failed businesses that they’re into. They’ll never meet the scale and it’ll only hamper their sales. Better not invest.

@niravhradia99 4 месяца назад

Being a customer of Ola Electric, I might be biased but their parts quality and after sales service is pathetic.

@asimanand 4 месяца назад

Ather's service is also not so great.

@sanchit1677 4 месяца назад

Vertical integration is only present in papers bro . My last organisation i worked in used to supplies Electric motors for their scooter. Controller is procured from another supplier. Most important parts are being procured from vendor then where is vertical integration done 😂

@muhammedfidhin664 4 месяца назад

Just visit an ola service center near u.i have purchased 1 month month back after 2 weeks its in service station.since now it's been 3 weeks since my ola is in service station no response from them.just visit nearest ola service evryone who is trying to buy. Ola

@sagarpatel4110 4 месяца назад

Unlike competitors focused on assembly, Ola’s control over cell manufacturing secures their pricing and margins, giving them a sustainable advantage.

@averma12 4 месяца назад

Other competitors also do cell manufacturing.

@apurvbose 4 месяца назад

Still overvalued. 22x.

@hynoor7254 3 месяца назад

Cells form the core of a battery and currently, Ola uses Lithium-Nickel-Manganese-Cobalt-Oxide (NMC) cells. Sourced from Korea's LG Chem, the almost banana-shaped battery pack comprises 224 cells that are split into two clusters of 112 units each.

@hitesh6245 3 месяца назад

@@varunthej1 aage jaake sab disrupt hojayega... evs aren't a great solution for environmental problems and now entrepreneurs from other countries are looking into other alternatives likes hydrogen. only a matter of time now...

@lapitop-cd9dk 3 месяца назад

sahi bola bhai... EV ke naam par sab goli de rahe he company khol kar. @@hitesh6245

@neerajsen8111 4 месяца назад

While the initial investment for vertical integration may be significant, the long-term returns are poised to be exceptional.

@barryobrien1890 4 месяца назад

Vertical integration is not a good idea for commodity parts. For example, Tata makes steel, and Suzuki does not. Cars use a lot of steel, but Suzuki makes way more cars than Tata. Vertical integration only works for non-commodity parts. When was the last time you saw a Pizza Hut wheat farm

@pratham7261 2 месяца назад

@@barryobrien1890vertical integration only gives a edge in margins, so that you can provide a better quality nothing else

@venkat.sairam 4 месяца назад

🎯 Key Takeaways for quick navigation: 00:12 Ola *Electric's IPO.* 00:40 Electric *vehicle market in India.* 01:09 Ola *Electric's financial losses.* 02:19 Considerations *for investing in Ola Electric.* 04:26 Importance *of vertical integration in EV business.* 08:51 Ola *Electric's vertical integration and manufacturing capacity.* 11:51 Control *over price, margins, and quality through vertical integration.* 19:04 EV *market segment and pricing challenges.* 21:23 Subsidies *and their impact on EV sales.* 23:26 Risks *for Ola Electric, including raw materials and scale.* 23:40 EV *success factors: Quality, Price, Margins.* 24:07 Ola's *strong subsidies.* 24:22 Struggle *to reach price point.* 24:35 Ola's *distribution challenge.* 24:49 Investment *advice disclaimer.* Made with HARPA AI

@nandakumarmaisnam6711 4 месяца назад

Distribution channel not good because no dealership.

@darshansudhakar2659 4 месяца назад

5 years ago people used to raise eyebrows when the scooter used to cross the price of 80k. Now, that benchmark is 1 Lakh. So, in a few years this benchmark will breach 1.2 lakh and 1.5 lakh. If, EV manufacturers are able to keep the cost to 1.5 lakh in the next 4-5 years it's a game changer.

@pratham7261 2 месяца назад

The player who will give best quality at lesser price than the benchmark will dominate the market easily

@sagarbanarjee1456 4 месяца назад

The 2-wheeler EV market in India is evolving rapidly, and Ola Electric’s entry has definitely stirred up the competition, creating more choices for consumers.

@karankapoor2701 4 месяца назад

But is it better than other's , genuinely asking

@nandakumarmaisnam6711 4 месяца назад

Ola electric didn't provide dealerships so no service Centre across all the states

@nishantjose6268 4 месяца назад

Please make more such videos so gullible newcomers can be more aware before investing

@atanumalik5338 4 месяца назад

One thing I believe Ola is missing is focus. They are trying to do everything which sounds impressive but can also backfire. Ather on the other hand seem more focused on what they want.

@evthink 4 месяца назад

Ather would have launched a 3 lakh "premium" scooter right now if not for Ola coming into EV 2 Wheeler market. Ather is not focused on Scooters sales. They want to sell future batteries to others.

@AnkitGupta12 3 месяца назад

@@evthinkwhat do you mean future batteries?

@aaronthiagarajan 4 месяца назад

I learn more about economics and business in your channel than university that I have studied. Thank you so much.

@ag4eng 4 месяца назад

Rivian in the US is a cautionary tale to not be over valued and cause investors to lose half investment.

@sorryi6685 4 месяца назад

Even Tesla is. The valuation have no logic

@gurudathshenoy6478 4 месяца назад

I am thankful and proud of the work you - @ganesh Prasad and team through this podcast. I saw your talk in TRS. Very inspired to know you and proud of all that you do. Keep going and do more such data based informative videos. This is important for today's youth who base their opinion and decisions on few seconds of video.

@meau_r34 3 месяца назад

Why is Bhuban Bam in the thumbnail?? 😂

@Precious_Wood 2 месяца назад

Click bait

@Vijaylaxmim23 Месяц назад

He was in the advertisement of OLA scooters

@Vijaylaxmim23 Месяц назад

He was in the advertisement of OLA scooters

@rohittanti1500 4 месяца назад

Amazing case study I ever found. Explain each and every concept so simple and creative way. One of the most underrated channel till now. Many more miles to go Ganesh prashad ji and the team of think school.🎉😊

@parthlimbani8415 4 месяца назад

Loved the last part where you summarised everything in 90 seconds, really helpful!!

@aditigawde9975 4 месяца назад

The way you summarize and present a case study is indeed admirable! 💫⭐

@LearnWithShahil 4 месяца назад

Yes I would like to invest in Ola… promising, it has huge potential

@Ranjaniparshith1991 4 месяца назад

i have driven my one year ola s1 pro to 20,000km , so for its very very good and i love it. i wish company will grow to worlds best.

@hanu9889 4 месяца назад

Hey Team Think School I've been a fan of your insightful financial contents. Your ability to break down complex topics is impressive. Could you please consider creating a video on the current Andhra Pradesh Pradesh financial position? Your expertise would be invaluable in helping the citizens of the state to understand and navigate the economic landscape. Looking forward to another enlightening video as the current media has totally confused everyone.

@jayaprakashk5582 4 месяца назад

Can't thank enough the team Think School for putting out such valuable & insightful piece of content after thoroughly researching, analyzing and structuring it in a way that all the viewers don't face even a small difficulty while going along with the flow of the video from start to end.....

@prathameshp 4 месяца назад

Best ipo research analysis seen on RU-vid by far Very helpful

@shortmovieshub 4 месяца назад

You are very clear in teaching ... Its not a miracle u reach 10M soon ❤

@AmanSingh-io3sw 4 месяца назад

Their strategic foresight to compete globally positions them as an Indian trailblazer in the electric vehicle industry.

@sathyamanikanta2784 4 месяца назад

24.54 THATS TH REASON IM YOUR SUBSCRIBER SINCE U HAD 300 SUBSCRIBERS IN 2021 .....UR CREDIBILITY AND UR FOCUS IS ONLY BUSINESS CASE STUDIES ✅🔥🔥💥

@sony5244 4 месяца назад

Yes 100% correct , after sales service is the key to sucess besides orher factors. I owned an Ola S1 pro and so far ola has provided good after service to me , the quality issue is still there in my ola S1 pro, Hopefully ola will improved on this.

@vineetpandey271 4 месяца назад

This video is class apart. Truly love your content Ganesh! Keep up the best work 🤜

@BiobyNishit 4 месяца назад

Keep posting about IPOs sir, no one can analyse & represent in depth data with every effecting factor of a company better than you

@piyushjain4349 4 месяца назад

Perfectly described case study helped a lot in my project and in learning to❤

@hitwiksingh7206 4 месяца назад

I work in the EV manufacturing industry so I understand the risks and rewards associated with OLA IPO. OLA needs to work harder on its R&D as their product is plagued with the issue of spontaneous combustion due to thermal runaway in their battery. It might be due to poor quality materials used in the battery or a bug in their BMS software algorithm. In any case the customers do see these incidents pop up in the news feed every now and then causing hesitation in switching to E-Scooters. As we all know by now an investment of 1 lakh rupee is a considerable amount for the Indian household so people will not want to take risks with that kind of money. But if OLA can somehow manoeuvre around this issue and are able to change their public image to safe and reliable product than they will definitely be successful in the market.

@barryobrien1890 4 месяца назад

Yes ..strangely though they are the number one e2w by a huge margin in India. So much for expert opinions

@EdwinTyler 3 месяца назад

Like you said, there are many ifs here which Ola needs to overcome. Personally I don't think Ola IPO is worth the risk.

@hitwiksingh7206 3 месяца назад

@@barryobrien1890 it helps when you have strategically priced product kind of similar to what JIO did as per current market atandards if you manufacture e2w the overall cost you'll be paying will be around 1.2 lakh without subsidies but with the help of FAME 2 subsidies OLA managed to price the product nearer to 1 lakh as a result people swith9to ola at more ease. But let us do a simple thought experiment let us say Ola launched its IPO and becomes majorly successful what do you think will happen if the news outlets cover that there is an issue with ola scooters. It will be similar to what FORD faces in the 2010s they would have to call back their products from customers leading to a big downfall in their stock prices.. At the end of the day it takes a lot of things to go right for a company when it grows but if one single thing goes south it can lead to the downfall of the whole organisation...

@dipanshuraghav5997 4 месяца назад

The video is very informative and precise, absolutely amazing! One of my favourites!!!

@vishalahirrao3621 4 месяца назад

Thanks for such a simplified explanation of Vertical integration, I got amazing ideas on how i can use the same concept in the context of my current company's products to pitch our corporate customers.

@NaveenKumar-rc9ot 3 месяца назад

I hv ola s1 pro, purchased in april 2022, till date i not gone for services. I m happy with Ola S1 pro.

@R1muru07 4 месяца назад

I just taped to watch was because I saw your new thumbnail..... It was begging to watch it😊... Good job sir

@suraj_bini 4 месяца назад

Bhai sahab, excellent and perfect editing ❤

@abhilashkumar1009 4 месяца назад

We are happy to see Indian Automakers are growing rapidly🎉

@praisondavid 4 месяца назад

Thanks for explaining this so well. Appreciate your efforts!!

@MAHESHKUMAR-ny8zn 4 месяца назад

Thank you so much for the super simplified explanation of vertical integration.

@adityarajsharma6582 4 месяца назад

Hii Ganesh! I am a consumer of your content from Madhya Pradesh and I request you to create a video on the problems of my state, the pros and cons and what are the best buisness opportunities to invest in. Also please include some best and worst decisions made by Shivaraj Singh's party and what the next cabinet should learn form it and how should we invest in our state in future.

@wonderer.r4062 4 месяца назад

It's not a political analysis channel Hope you understand that

@rajappakumar 4 месяца назад

During the vertical integration explanation, the huge capital investment made to achieve it has been missed. Would have been better if told.

@akshatchokhani 4 месяца назад

One thing i understand is that this E mobility space (at least for now) is highly dependent on govt subsidies. Its very hard for these Co.s to reduce cost (also explained by founder of ather in nikhil kamath's podcast), Even for a good vertically intergrated Co. Like OLA its difficult. Either they have to reduce the cost or increase the TAM which is above 1L.

@jackrulz08 4 месяца назад

Superb research and development team of creating quality content by Think School & Team 👍🏻

@kaushalfalwaria289 3 месяца назад

This is tje best you tube knowledge base channel

@marketingwithsharryy 4 месяца назад

Next Level Gyan diya hai bhai ne , dimag khul gaya 🤯

@dhirajvanarase4331 4 месяца назад

Very well explained case study. From my understanding mahor factor play role in India is PRICE. If anyone started selling 2 wheeler EV at price maximum 1 Lakh with or without subsidiary will be the winner. Thanks

@prajna_meher 4 месяца назад

Thank you Think School for such a deep research and imp insights. Please, do more, i am getting value of it.

@purasin.nitish4551 3 месяца назад

Your PPTs are more than awesome...It reminds of my old day when I used to work for Byjus as a content developer...

@akashghosh3152 4 месяца назад

Thank you so much for such an insightful video

@idkckckvmvmmvvmmd9498 3 месяца назад

What is Bhuvan Bam doing in the thumbnail?😭 Btw great video ❤

@alwaywithtech7560 Месяц назад

😂😂 Bhai ai se apne aap ko BB ki baaana dia ..

@sideprince69 4 месяца назад

Ola electric is taking risk and trying to build battery factory which so far others have failed but we need to support. In the long run they will make it

@NohidChougle 4 месяца назад

You could have added the recent article by ft and Reuters on OLA after sales service. It sucks currently. It's far from being reliability as Activa and often kills the point of having low maintenance electric vehicles. Also, entry of players like Honda, Suzuki or any Chinese two wheeler manufacturers would change the game. It has 2-4 years to improve, until the market hits back.

@RajIndia31415 4 месяца назад

Ganesh, absolutely brilliant content as always. One suggestion is to start using timestamps in your videos. It makes consuming and navigating much easier for users. Keep rocking.

@priyanshchanchani 4 месяца назад

Ola will have some serious competition given Hero is increasing its stake in Ather. With Hero's vast distribution network and capital might, it would be difficult for Ola to complete. Once again, a brilliantly researched and presented video, loved the summary part at the end. 😄🧿

@barryobrien1890 4 месяца назад

So why is the Vida a flop and Ather should be number one given its first leader advantage. Seems like Ola is now the company to catch. Sales are consistently growing and they have a roadmap for bikes in 2024 and a car by 2026. Ather/Hero have a new expensive 450 ultra and.....

@atharvatirkhunde4517 4 месяца назад

I am using chetak its aftersale service and the Scooter itself is great

@joydeepsharma1 4 месяца назад

I love the matrix explanation you've presented in this video. But, the graph at 19:49 was confusing for me. As, it had nothing scooters and bike with a color transition and the bike wasn't required to be showcased. Overall, lovely video.

@utkarshkothimbire1484 4 месяца назад

I learned the "Verticle integration" concept from this video. Thank you for making this video.

@barryobrien1890 4 месяца назад

It's really badly explained. Where are the Domino's and Pizza Hut wheat farms. He never explained why you don't vertically integrate commodities

@srihari_views 4 месяца назад

Loved it. As usual, very detailed case study. Good to see how you RU-vid guys are collaborating with each other. The other day you in Ranveer podcast. Today with Sharan and mentioning Rachna's name. All the best!

@SAMARTHDUBEYZ 3 месяца назад

rachna who?

@srihari_views 3 месяца назад

@@SAMARTHDUBEYZ CA Rachana Ranade youtube.com/@CARachanaRanade?feature=shared

@alifepenneddown 4 месяца назад

Important thing overlooked in vertical integration was that the scale factor can get you better price from specialised supplier. If you have to produce the same, cost of procurement wouldn't be same as the cost of production of supplier + you would end up having substantial debt for your CAPeX

@falcigo 2 месяца назад

WOW what a case study ❤.

@ajayrajan8882 4 месяца назад

One additional note you should have added in the video itself: "If OLA electric can do vertical integration, all the other big players like TVS, Honda (who actually have deep pockets already & don't really need to rely on investments), can do vertical integration too. And these are the titans of the industry who actually know what needs to be done to make a two-wheeler successful. No way OLA electric can beat them being completely new in the industry, after all it is OLA, not Tesla. Bhavish Aggarwal is smart enough to sell his narrative as being the Tesla of India - but it will just always be a narrative & not the Truth"

@varunprakash6207 4 месяца назад

OLA Electric vehicles Integration manufacturing system The OLA Giga factory in Tamilnadu The costs of Electric vehicles Rs 90K - 1Lakhs And The Electric charging point more over price margin and Quality The Raw materials from various places and competition between EV Vehicles The Dealership compared to TVS motor & Honda less than dealership The case Study OLA company By Think school 🏫 Kudos to Team 👏 Research works in detail

@toparth1401 4 месяца назад

Hi. I would like to differ a little on one point. Even though right now, assuming 50% increase in conversation of total scooters into ev-scooters, the total representable number is still below the assumptions made by OLA, 2 points can change this scenario in the future (lets say 4-5 years): 1. EV 2-wheelers are becoming a trend among youngsters and even mid-40's personal, there is a high chance that this number will increase in near future. 2. Due to its vertical integration in most areas, OLA can sell their scooters in different parts of the world by controlling the cost and quality, thus giving a healthy competition to the Chinese players (similarly to what Hero did) Thank You!

@AgenuineguyVS 4 месяца назад

Sir may i pl know which watch u r wearing? Its looking awesome.

@ezhil8442 4 месяца назад

It's very simple... I'll not put my money in loss making company... I'd buy shares based on results rather than expectations....

@prabhat3691 4 месяца назад

Please make a complete case study on Britannia, how this company evolved and how they got success. Thanks in advance

@sundharalingam_n1510 2 месяца назад

I am having Ola S1 pro. Riding experience is awesome, but service is very bad, still issue with some software glitches.

@sathyamanikanta2784 4 месяца назад

Very well put to understand the COMPLEX AND HUGE REPORT .....💥🔥🔥🔥🔥🔥✅💯

@jayaprasanthcg 4 месяца назад

Master class of finance with sharan is actually a 3-4hr long ad campaign for his 1% club. Not anything more than you find on RU-vid by following quality content creators. Please don't promote his content/products, he might ruin your name.

@imgharsh 4 месяца назад

If we consider that Suzuki or Honda also enter the ev market , so do you think ola will sustain with vertical integration

@SUBHADEEP_SASMAL 3 месяца назад

The dominance has Maruti Suzuki,Hero , Honda , TVS in the Indian market to a great extent that easily they have a competitive advantage alongside vertical integration and mainly Monopoly in the Market. As Ganesh bhaiya mentioned, who will achieve under 1 lakh range scooter or bike along with three parameter quality price margin. They were dominating next EV market in India. In my view the battery is the essential part of the ev vehicle.All essential raw material for manufacturing a battery is important and must have been a vertical integration and strong supply chain, only who will able to dominate next EV generation.

@TheUnexplored 4 месяца назад

Great insight, I request you to make a case study on travel companies in India.

@navneetswaraj 4 месяца назад

Kudos to your effort bruhh 👏

@chaitanyasai775 4 месяца назад

Liked the summary at last part of the video, it really plants in brain what we learnt.

@adharshgukan4769 3 месяца назад

A feedback as a supporter of your channel. I feel the research for this video is at a very high level. The problems you've quoted aren't problems for OLA alone. It's for the entire EV industry of India. No EV manufacturer has control over Raw materials for battery technology. A better analysis would have been to present how OLA is placed to solve these problems relative to their competitors. I feel that was missing.

@mk157 4 месяца назад

Thanks Sir great logical technical analysis of new entrants in the perspective of technology,R&D, production technology,skill,raw material,cost analysis with the variable parameters from quality of production to after sales service .As demand increases the production cost will be competitive to present established market depends upon adaptibility durability refining updation of production technology, market and trust of vendors. After break even point the net profit will be positive as per the market conditions of demand and supply with the resilience to sustain initial loss in prime development phase of establishment to long run lucrative returns with sustainable step by step profitable independent development .😊

@anjitakhandelwal5040 4 месяца назад

Hi Ganesh.. Im requesting you to please make a video on Sustainable Finance / ESG investment.. As i hardly fund any good video or cases on these

@vineetlele1489 4 месяца назад

Startups is all about company valuation & roadmap to reach IPO.

@_Sumit_singh_ 4 месяца назад

Their global outlook and robust business model position them as a frontrunner not just in India but on the world stage.

@SuryaswaroopRayapati 3 месяца назад

1) product build quality 2)batter related heating, dry etc… 3) fast chargers stations ( customer expecting fast charges: 5 to 12 min ( full charge) ) … water proof 4) service 5) durability life E - bike , scooter, car Customer expecting

@ashishmishra2167 4 месяца назад

Amazing content, well explained. On a lighter note, Is it me only who is not able to see the the mike in his hand.... ;)

@rajdeepsen3011 4 месяца назад

OLA will be an giant in the electric revolution of India along with ather energy and other Indian automovative startups , only wishes as more and more companies means more choices for customers, once again spot on and awesome video from thinkschool, winning heart always Ganesh bhai 🛐

@user-to4rb8ne6z 3 месяца назад

Thank s for sharing!!!

@chiragathwani4110 4 месяца назад

There were some editing issues: 1. Price comparison chart issue for bike prices 2. Tick marks on 3 critical table 3. There were some value mismatch during pizza example

@rameshmohata 3 месяца назад

You missed the basics , for vertical integration you need to have intense capex which comes with interest and amortization which will pull margins drastically. And this is in addition to the headache of managing non core activities.

@akshatverma6889 3 месяца назад

I remember one RU-vidr whose videos I absolutely loved but he retired soon. Shoutout to nigahiga! Hit like if his exit made you sad.

@spdheeraj5790 2 месяца назад

Ola has the potential to solve the ev problem if they are interested ! But their Focus on the selling high no of qnty, I have bought ola s1 1 year back, and that found lots of problems that still continues in the new launch bikes too..

@SUBHADEEP_SASMAL 3 месяца назад

As per my perspective by watching the video and as student of business- The dominance has Maruti Suzuki,Hero , Honda , TVS in the Indian market to a great extent that easily they have a competitive advantage alongside vertical integration and mainly Monopoly in the Market. As Ganesh bhaiya mentioned, who will achieve under 1 lakh range scooter or bike along with three parameter quality price margin. They will be dominating the next EV market in India. In my view the battery is the essential part of the ev vehicle.All essential raw material for manufacturing a battery is important and must have been a vertical integration and strong supply chain, only who will be able to dominate the next EV generation.

@tusardas9870 3 месяца назад

Thank you sir

@tariqanwar6834 4 месяца назад

Wow. Great presentation

@dhavalthakkar9026 4 месяца назад

@Ganesh Case study on Tesla, especially on Goodwill part of view

@iharshtiwari27 4 месяца назад

Bro the example of vertical integration is really awesome but in 1st scenario profit is of - 42.85% And in 2nd scenario it is of - 76.99% 😊

@pradhumnverma5485 4 месяца назад

Profit percentage will be calculated on selling price (30% of 200Rs = 60Rs)

@iharshtiwari27 4 месяца назад

@@pradhumnverma5485 bro profit is always calculated on CP Let suppose I bought a pen for 100 rs and sold it for 120 for my profit will be of 20% not of 16.67%

@ArjunThatai 4 месяца назад

@@pradhumnverma5485esa kabse hone laga bhaya?

@zero2one1 4 месяца назад

😂😂😂😂😂

@iharshtiwari27 4 месяца назад

@@ArjunThatai 😂😂😂

@santhanraghava1 17 дней назад

What about the initial huge investments done for vertical integration. Doesn't that get added on the product?

@mustafasabir12 4 месяца назад

Currently OLA is definitely the king in 2 wheeler EV market in India. The only problem is lack of charging infrastructure and the rapidly evolving EV technology. In the next 5-10 years some of the big players like Honda, TVS, Bajaj etc can really step up their EV game with some ground breaking technical advancement or infrastructure leap and take over the market very quickly. Still lot of uncertainty in the EV market for OLA.

@AdityaMishra-zn1pd 4 месяца назад

to achieve the pricing target they have to invest heavily into R&D, market is there for ev in india but there is no trust in them ryt now so i believe that it might take 2-3 years for better product to come into market

@Rahull_9 4 месяца назад

Absolutely! Bhavish’s vision and leadership in pioneering futuristic technologies within India are commendable.

@satyajeetsingh6696 4 месяца назад

Price Reduction will definitely help but, I don’t think so that EV Scooters need to reduce their price to the level of standard scooters like Activa and Jupiter. Same with EV cars, consumers interested are ready to pay more amount compared to Normal Cars with the consideration that post purchase the operation of the Car would be cheaper than Normal Cars due to cheaper electric fuel.